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US Vegan Climate ETF
VEGN

20 hedge funds and large institutions have $4.51M invested in US Vegan Climate ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

28% more capital invested

Capital invested by funds: $3.54M → $4.51M (+$977K)

18% more funds holding

Funds holding: 17 → 20 (+3)

1.34% more ownership

Funds ownership: 6.11% → 7.44% (+1.3%)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
+$631K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$68.5K
3
Wealthfront Advisers
Wealthfront Advisers
California
+$60.7K
4
UBS Group
UBS Group
Switzerland
+$55.9K
5
JP Morgan Chase
JP Morgan Chase
New York
+$319

Top Sellers

Rank Fund Capital Flow
1
CB
Cadence Bank
Mississippi
-$12.1K
2
Morgan Stanley
Morgan Stanley
New York
-$159
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.42M +$68.5K +2,150 +5%
Wolverine Trading
2
Wolverine Trading
Illinois
$856K +$631K +19,793 +266%
Wealthfront Advisers
3
Wealthfront Advisers
California
$825K +$60.7K +1,904 +8%
Osaic Holdings
4
Osaic Holdings
Arizona
$485K +$32 +1 +0%
CB
5
Cadence Bank
Mississippi
$295K -$12.1K -380 -4%
RWA
6
Redmont Wealth Advisors
Illinois
$245K – – –
Morgan Stanley
7
Morgan Stanley
New York
$106K -$159 -5 -0.1%
Bank of America
8
Bank of America
North Carolina
$97K – – –
UBS Group
9
UBS Group
Switzerland
$72.2K +$55.9K +1,752 +321%
SWA
10
SOA Wealth Advisors
New York
$31.4K – – –
FCT
11
First Community Trust
Iowa
$27K – – –
HF
12
Halpern Financial
Virginia
$25.3K – – –
CAS
13
Coppell Advisory Solutions
Texas
$8.58K +$8.7K +273 New
CASC
14
Coppell Advisory Solutions Corp
Texas
$8.58K +$8.7K +273 New
CFGS
15
Concourse Financial Group Securities
Alabama
$6.29K – – –
AF
16
Allworth Financial
California
$3.8K – – –
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$3.51K – – –
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$534 – – –
SL
19
Savior LLC
Massachusetts
$472 – – –
JP Morgan Chase
20
JP Morgan Chase
New York
– +$319 +10 New

VEGN Hedge Fund Activity: Q4 2022 in Review

20 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in US Vegan Climate ETF (VEGN) for Q4 2022, worth a combined $4.51M — up 28% from $3.54M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new VEGN positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $631K. The largest seller was Cadence Bank, cutting an estimated $12.1K.

  • 20 institutional investors held US Vegan Climate ETF (VEGN) as of Q4 2022, up from 17 in Q3 2022.
  • Funds reported $4.51M of US Vegan Climate ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 3 funds opened new US Vegan Climate ETF positions in Q4 2022 and 0 closed out, a net change of +3 holders.
  • The largest US Vegan Climate ETF buyer in Q4 2022 was Wolverine Trading, an estimated $631K added.
  • The largest US Vegan Climate ETF seller in Q4 2022 was Cadence Bank, an estimated $12.1K sold.

Based on aggregated 13F filings for Q4 2022.